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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,966 | $174,379-76.5% | $152,093-73.1% | $138,895-70.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.23% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,257 | $6,159+17.8% | $5,451+33.1% | $6,396+13.5% |
| Admin fee / account holder | $5,115 | $16,880-69.7% | $14,497-64.7% | $12,562-59.3% |